PIMCO Stks+bnd Alpha FD-InstPSTKX

13F holders, Q1 2024 (March 31)
2holders
$12.58avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding PIMCO Stks+bnd Alpha FD-Inst (PSTKX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($249K) and Financial Gravity Asset Management, Inc. ($36).

Company
PIMCO Stks+bnd Alpha FD-Inst
Filed as
PIMCO FDS PAC INVT MGMT SER ST (Q1 2024)
CUSIP
693390403
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

Williams Jones Wealth Management, LLC. 0.00% Add +45.6% 19,800 $249K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 3 $36

"% of holder's portfolio" is PSTKX's weight in each manager's 13F, not the share of PIMCO Stks+bnd Alpha FD-Inst the manager owns.